Archive for April 2019
Retirement Planning Tools
Retirement Planning Tools Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their…
Read MoreIRA Refresher
IRA Refresher In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the…
Read MoreInsights from the “Oracle of Omaha”
Insights from the “Oracle of Omaha” In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with…
Read MoreTax Tips: Look ahead while looking back at 2018
Tax Tips: Look ahead while looking back at 2018 If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax…
Read MoreWorkplace Trends
Workplace Trends It’s common for all types of relationships to experience “power swings” — when one person or entity holds more sway over another, for a wide variety of reasons.…
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